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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $123,478-21.7% | $216,567-55.3% | $94,015+2.9% |
| Participation rate | 83.3% | 75.1%+8.2pp | 81.6%+1.7pp | 70.8%+12.5pp |
| Annual return | 20.74% | 23.61%-2.9pp | 12.94%+7.8pp | 17.84%+2.9pp |
| Employer contribution / active EE | $2,589 | $3,136-17.4% | $5,216-50.4% | $2,790-7.2% |
| Participant deferral / active EE | $4,381 | $4,556-3.8% | $6,191-29.2% | $4,249+3.1% |
| Admin fee / account holder | $3,644 | $12,753-71.4% | $21,981-83.4% | $8,951-59.3% |